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Editing and Versioning Mandates

Modify schemas, manage versions, and control the mandate lifecycle

Mandates evolve as your business does. You may need to adjust a cadence after seeing how contacts respond, tighten a prohibition after a compliance review, or refine a tone directive based on customer feedback.

Zyntro provides two ways to modify mandates: editing the existing schema directly (for minor adjustments) and updating through AI regeneration (which creates a new version). This guide covers both approaches and explains how versioning works.

Steps

Navigate to your mandate

Go to Brand > Mandates and find the mandate you want to modify. Click the View button to open the mandate detail page.

Choose your editing approach

You have two options:

Option A: Edit the schema directly — Click Edit Mandate. This opens the interactive JSON editor where you can modify the mandate name, summary, machine instructions (the JSON schema), and status. Use this for minor adjustments: fixing a typo, changing a severity level, adding one more objection, or tweaking tone guidance.

Option B: Regenerate with updated guidance — Click Update Mandate. This takes you back to the creation form with your original guidance pre-filled. Modify the guidance text and click Update Mandate (Replaces older versions). The AI regenerates the entire schema from scratch using your updated guidance.

Use direct editing for small changes and regeneration for significant revisions. Regeneration creates a new version and replaces the old one.

Edit the JSON schema (Option A)

The JSON editor displays the mandate schema as a collapsible tree. Each section can be expanded or collapsed. You can:

  • Click any value to edit it inline
  • Use the + buttons to add new entries (strings, numbers, objects, arrays)
  • Use the x button to remove entries
  • View type badges showing whether each node is a string, array, or object

After making changes, update the Summary field to reflect your modifications, and click Save.

Be careful when editing JSON directly. Invalid structures can cause SI to misinterpret the mandate. If you are unsure, use the regeneration approach instead.

Regenerate with new guidance (Option B)

When you click Update Mandate, the form pre-fills with your original guidance. Edit the text to reflect what you want to change, then submit.

The AI regenerates the complete schema using your updated guidance plus your current brand context. The old version is automatically set to replaced status, and the new version becomes active.

Review the new output — check assumptions and conflicts just as you did when creating the original.

Regeneration re-reads your brand context, so if your brand definition or wares have changed since the original mandate, the new version will reflect those updates.

Manage mandate status

Each mandate has one of four statuses:

  • Active — SI is currently following this mandate
  • Pending — Created but not yet active (used for review workflows)
  • Archived — Manually deactivated. SI ignores it, but it remains in your records.
  • Replaced — Automatically set when a new version is created. SI ignores it.

To change status, open the mandate in edit mode and select the desired status from the Status dropdown. Setting a mandate to archived stops SI from using it immediately.

Result

Your mandate is updated and SI immediately begins using the new version. Previous versions remain in the system with replaced status for your reference. You can view the version number on each mandate's detail page to track its evolution over time.

Warning: When you regenerate a mandate, the old version is permanently replaced. SI will no longer follow it. If you want to preserve the old version while testing a new approach, create a *new* mandate instead of updating the existing one, then archive the old one once you are satisfied with the replacement.

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